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Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1226
KCM Investment Advisors
California
$239K +$207K +2,069 New
CH
1227
Cromwell Holdings
Wyoming
$237K – – –
PSP
1228
Pacific Sage Partners
Washington
$237K +$205K +2,053 New
WAM
1229
Worth Asset Management
Texas
$236K +$205K +2,047 New
PP
1230
Patron Partners
Texas
$236K +$205K +2,047 New
CWM
1231
Centric Wealth Management
Illinois
$235K +$157K +1,569 New
CFG
1232
Certior Financial Group
Pennsylvania
$234K +$203K +2,031 New
TC
1233
Trilogy Capital
California
$234K +$203K +2,030 New
LWL
1234
Leo Wealth LLC
Texas
$233K -$9.4K -94 -4%
KAS
1235
KPP Advisory Services
Kentucky
$233K +$202K +2,019 New
SPC
1236
Spirepoint Private Client
Florida
$232K +$201K +2,014 New
AWC
1237
Abundance Wealth Counselors
Pennsylvania
$232K +$201K +2,010 New
PSP
1238
Principal Street Partners
Tennessee
$232K +$201K +2,008 New
SAF
1239
Smith Anglin Financial
Texas
$232K +$201K +2,007 New
STA
1240
Smith Thornton Advisors
Alabama
$231K +$201K +2,006 New
SAMT
1241
Select Asset Management & Trust
Pennsylvania
$231K +$200K +2,000 New
ZIM
1242
Zacks Investment Management
Illinois
$231K +$200K +2,000 New
FSC
1243
Full Sail Capital
Oklahoma
$231K -$37.3K -373 -16%
CCM
1244
Chilton Capital Management
Texas
$231K – – –
BW
1245
Basepoint Wealth
Iowa
$231K +$200K +2,000 New
BOPW
1246
Brandywine Oak Private Wealth
Pennsylvania
$231K +$200K +2,000 New
LWM
1247
Laidlaw Wealth Management
New York
$231K +$200K +2,000 New
MSR
1248
Main Street Research
Connecticut
$231K +$200K +2,000 New
VCM
1249
Vision Capital Management
Oregon
$231K +$200K +2,000 New
CRC
1250
Curi RMB Capital
Illinois
$230K +$200K +1,998 New
48 49
50
51 52